WealthManagment.com Daily Memo
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TECHNOLOGY | | | Rob Burgess | The newly-released tool seeks to automate multiple compliance processes, including share class monitoring. FULL ARTICLE |
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RIA NEWS | | Diana Britton | Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Orion Portfolio Solutions | Turn outsourcing into a competitive advantage. DOWNLOAD NOW |
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REAL ESTATE | | Karthik Balakrishnan | Real estate investors face dual imperatives: to produce returns and to advance the low-carbon transition. FULL ARTICLE |
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PEOPLE | | Jordan Fabian | Su, 54, led California’s labor department before joining the Biden administration as deputy labor secretary. FULL ARTICLE |
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WMIQ EXCLUSIVE RESEARCH | | In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners | Discover the forces that are driving advisory firm M&A, the challenges the advisory businesses faces, and the importance of technology and human resources as factors shaping the delivery of advice. LEARN MORE |
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